Tax Senior Manager - Partnerships

RSM US LLP; San Francisco (CA); Híbrido; USD 126.000 - 253.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Discretionary bonus

Descripción de la vacante

RSM US LLP seeks a Tax Senior Manager to advise clients on partnership tax strategies, planning, and compliance, with an emphasis on M&A and capital account analysis. You will lead teams, develop staff, and nurture client relationships while coordinating cross-functional services.

The role emphasizes technical and quality expertise, people management, and client service, with a hybrid work arrangement. Relevant licensing and at least eight years in corporate federal tax are required.

Formación

• Bachelor’s degree in accounting or business-related field required.
• Active CPA license in the state of residence or equivalent.
• Minimum 8 years of corporate federal tax compliance and tax consulting experience.
• Experience in public accounting with focus on partnership taxation (8+ years).
• Experience with S-Corps or Partnerships/LLCs and tax research tools.

Responsabilidades

• Advise clients on partnership tax services including planning, research, and compliance.
• Lead business development and expand services for clients.
• Develop and train staff level team members.
• Manage complex engagements with high-value tax advice and strong client relationships.
• Stay updated on tax laws and review research findings for consistency.

Conocimientos

Tax knowledge

Partnership taxation

M&A experience

Client relationship management

Communication skills

Educación

Bachelor’s degree in accounting or business-related field

CPA license or equivalent

Herramientas

Bloomberg BNA

RIA Checkpoint

CCH Axcess

Descripción del empleo

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the Partnership Tax team, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help guide their clients through M&A transactions and capital account analysis, all while delivering digitally enabled services in conjunction with our world-class tax technology offerings.

In your important role as Tax Senior Manager with RSM, you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.

Responsibilities:

• Advise clients on a full range of partnership tax services, including planning, research, compliance, allocations, and general transactional activities

• Assist with new business development, extended service, and tax issue recognition for existing clients

• Develop, motivate, and train staff level team members

• Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to clients and develop and sustain strong client relationships

• Keep up to date on current tax practices and changes in tax law

• Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards

• Build relationships across lines of business to ensure excellent client service through an integrated service approach

• May have people leadership responsibilities

• Provide detailed review and analysis of complex tax returns

• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm

• Serve as the Tax client service coordinator for appropriate clients

• Manage corporate client needs with respect to tax services and federal and state tax compliance

Basic Qualifications:

• Bachelor's Degree in accounting or business-related field

• One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements

• Must have at least8 years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities

• Experience in public accounting with at least 8 of those years focusing on partnership taxation

• Experience with one or more of the following: S-Corps or Partnerships/LLCs

• Effective verbal and written communication skills

• Strong Microsoft Excel and Word skills required

Preferred Qualifications:

• A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clients

• Project management and critical thinking skills

• Outstanding organizational and time management skills; ability to prioritize multiple assignments

• Working knowledge of tax code and technical aspects of tax preparation and compliance

• Strong technical skills in accounting and tax preparation and industry specialization

• Ability to handle multiple tasks simultaneously

• Experience in dealing with international tax matters would be a plus

• Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation technology (CCH Axcess preferred)

• Experience with partnership taxation

• Experience/familiarity with capital account analysis

• Experience/familiarity with 704 , 754 matters and M&A implications related to PPA

• International tax matters K-2/K-3 reporting

At RSM, we offer a competitive benefits and compensation package for all our people.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $126,100 - $253,000

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.